Financial Planner II

BOK Financial•Oklahoma City, OK

2d•Onsite

About The Position

The Financial Planner II performs a broad range of financial planning duties, primarily focused on building and presenting financial plans for high-net-worth clients. The role may lead planning for appropriate-level cases or build plans when a more experienced planner leads the case and presents the plan. The planner works primarily independently, with guidance as needed from more experienced planners, and delegates appropriate tasks to Financial Planner I employees while ensuring accuracy and follow-through. The position also conducts financial planning research, supports team projects, and helps develop and maintain internal systems and processes. The Financial Planner II works closely with client relationship managers and internal partners to prepare for client meetings, develop recommendations, identify opportunities, and support client relationships. The role includes coaching and mentoring junior planners, tracking the financial planning process, and helping grow existing and prospective client relationships. Client meetings may be delivered virtually.

Requirements

Bachelor’s degree.
2–5 years of experience in a financial planning role.
Completion of CFP® required coursework.

Nice To Haves

Completion of, or progress toward completion of, CFP®.

Responsibilities

Prepare for client meetings with client relationship managers by gathering client data, entering data into software, building financial plans, analyzing client financial situations, creating recommendations, and identifying opportunities.
Lead delivery of financial plans for appropriate-level client cases and consult with senior planners on more complex cases.
Build plans to support senior planners when they lead and present more complex cases.
Build relationships with internal partners by communicating financial planning offerings and helping identify opportunities to introduce planning to clients.
Train and mentor junior planners in technical financial planning, plan building, scenario modeling, and team systems and processes.
Lead appropriate-level client meetings as directed, including meetings delivered virtually.
Conduct financial planning research and assist with tasks and projects supporting the financial planning team.
Help develop and maintain internal systems and processes, including CRM.
Track all aspects of the financial planning process, including identifying new business closed with the assistance of financial planning.
Identify opportunities for additional products and services to grow existing and prospective client relationships.
Complete assigned follow-up tasks, including updating CRM and creating and delivering reports.
Delegate appropriate tasks to Financial Planner I employees and ensure assigned work is accurate and completed with follow-through.